What data you can export from Vitally?
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AccountsThis entity represents the customer accounts that you are managing in Vitally. It contains key information such as account-level health scores, metrics, and custom properties.
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AdminsThis entity represents your team members who are users of the Vitally platform.
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ConversationsThis entity represents the communication history with your customers, which can include emails and other messages synchronized from different platforms.
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NotesThis entity represents internal notes or comments added by your team members on customer accounts or users.
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TasksThis entity represents the to-do items or action steps assigned to your team members related to customer management.
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UsersThis entity represents the end-users of your product or service who are associated with the accounts in Vitally.
All-in-one tool for Vitally data exports and analytics
Consolidate customer success data from Vitally with sales pipeline information, product telemetry, and support ticket histories in your BigQuery warehouse. Build a unified data foundation where health scores, revenue events, feature usage, and service interactions combine to create complete customer journey analytics.

Structure your customer success records into optimized BigQuery tables designed for analytical queries. Accounts, conversations, tasks, and user activities arrive organized for efficient querying, letting your data team run complex analyses without restructuring or cleaning imported data.

Maintain an accurate customer success warehouse with scheduled exports running from every 15 minutes to monthly intervals. Your BigQuery tables stay synchronized with Vitally's latest health scores, engagement data, and team activities, supporting both real-time operational dashboards and historical trend analysis.

Enable AI integrations that connect to your customer success data warehouse for conversational analytics. Team members across departments can ask questions about retention trends and health patterns without writing SQL, democratizing access to insights stored in BigQuery.





Why export Vitally to BigQuery - real life cases
Historical retention analysis
Cross-platform customer intelligence
Predictive churn modeling at scale
Multi-product success tracking
How to export Vitally to BigQuery
Automate data exports with the no-code Vitally BigQuery integration
Connect similar CRM apps and get data in minutes
Quick start with dashboard templates
about your case. It doesn't cost you a penny 😉
Talk to AI about your Vitally data
Examples of questions you can ask about Vitally data:
- "What percentage of accounts that churned showed declining health scores for three consecutive months before cancellation?"
- "How does average task completion time vary between our highest-performing success managers and the team average?"
- "Which customer segments have the strongest relationship between conversation frequency and user adoption growth?"
- "Among accounts that expanded in the past year, what engagement patterns did they share during their first six months?"

Keep your data safe
Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.